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Lending Money - How to Track?
What is the best method for tracking money that has been loaned to family? Is there a way to set up to track repayment? Thanks!
- Khaki Welder
- Khaki_Welder.17
- 13 hrs ago
- 3 replies
- 28
- Ceeses3 hrs ago
- Using YNAB
How do I change tracking account to a budget account?
When I added my money market account I chose investment account as the type but I realized afterward I want to use it as a budget account. I've searched all the support documents but couldn't find…
- Navy Blue Tape
- Navy_Blue_Tape
- 3 yrs ago
- 62 replies
- 10,741
- 12
- Cornflower Blue Stallion4 hrs ago
- Setting Up Your Budget
- Answered
- Answered
More bulk edit functions
Hey there! I'd love to have the ability to bulk edit more fields on a set of selected transactions. For example, select a number of related transactions,…
- Meek
- Software Engineer
- meek
- 3 yrs ago
- 18 replies
- 1,497
- 7
- Slate Blue Boa10 hrs ago
- Using YNAB
- Answered
- Answered
Ready to Assign Category isn't changing
Hi! My ready to assign amount at the top isn't changing, despite my assigning transactions to it. I'm so confused! I wasn't able to reconcile before the month changed so I realize that I would have…
- Irene O
- Salmon_Cobra.13
- 2 days ago
- 26 replies
- 148
- Irene O11 hrs ago
- Using YNAB
Let’s 34-Day Reset together: Fall 2021 Style!
As many of you know, the 34-Day Reset challenge is evergreen - you can start at any time! But it’s a new school year, we’re well into 2021, and the holidays are already starting to bear down on us…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 wk ago
- 81 replies
- 611
- 5
- Move Light Sound Life12 hrs ago
- Join A Challenge
Some questions R/E features / how I use YNAB
I'm not sure if these are feature requests or whether there's an existing way to do this in the current YNAB framework. Here are some things that I would like to do (but don't know how to):…
- Slate Gray Piranha
- Slate_Gray_Piranha.13
- yesterday
- 3 replies
- 67
- Move Light Sound Life12 hrs ago
- Using YNAB
Update on Direct Import in the UK and EU
Hey everyone—but especially our customers over in Europe. I want to give you an update on UK and EU Direct Import. To put it as plainly as possible, the process is underway.…
- Hannah M-M
- Product Manager
- hannahmm_ynab
- 6 mths ago
- 135 replies
- 4,160
- 55
- MarisaYNAB Support13 hrs ago
- Announcements
Shuffling cash
I'm having a hard time thinking this through - how do you move piles of cash around in your budget, once the money is already removed from the checking account?…
- Sky Blue Banjo
- Sky_Blue_Banjo.17
- 7 days ago
- 20 replies
- 200
- MarisaYNAB Support13 hrs ago
- Using YNAB
Goal type for the unknown hits?
I have a fairly good handle on goals for things like insurance payments, or yearly subscriptions, where I use the target savings balance goal (so that if I pull from it for another reason,…
- theBrokeCarpenter
- Carpenter
- Gray_Piranha.17
- 3 days ago
- 8 replies
- 88
- MarisaYNAB Support13 hrs ago
- Setting Up Your Budget
The Official 2021 Debt Smackdown
Welcome to YNAB's 2021 Debt Smackdown! Happy New Year! 2021 is going to be a good one, I can just tell - or we can will it to happen 😉 With over 500 participants and more than $4.…
- VeronicaYNAB Team
- Marketing Team
- Veronica_ynab
- 6 mths ago
- 1,515 replies
- 5,858
- 49
- farfromtheusual15 hrs ago
- Join A Challenge
- Orchid Cup
- Orchid_Cup.7
- 8 mths ago
- 3
- Reported - view
I remember someone shared a tip last year that we could bookmark the spreadsheet in such a way that your line would always be visible when you logged on (so you don't have to scroll to find your…
Another overspending question
Hey everyone, Sorry for another overspending question. I just can't figure out my mistake here. I have a few credit cards I pay off monthly. All accounts are reconciled and posted charges match…
- JSmitty
- warriorcougar
- 5 days ago
- 4 replies
- 129
- MarisaYNAB Supportyesterday
- Credit Cards & Debt
Calendar View For Scheduled Transactions
This is a feature that I think would be wanted by many users of YNAB and shouldn't be all that difficult to add. Anyone here know whether this is a feature the development team is considering?…
- 10SNE1
- jagstyles
- 4 days ago
- 9 replies
- 55
- 1
- Saish Dawgyesterday
- Using YNAB
Categorizing Amazon purchases
I find it super cumbersome to categorize my Amazon purchases. To the point that I'm wondering whether or not YNAB is the right tool for me. I'd say 30% or more of my purchases are from Amazon and it…
- Orange Orca
- Orange_Orca.11
- 1 yr ago
- 49 replies
- 1,792
- 4
- AstronautEAPyesterday
- Tips & Tricks
Signing Bonus Repayment Agreement
Hi, I recently started a new job and got a signing bonus. As part of the deal there's a repayment agreement whereby I have to pay back a proportional amount for the next 2 years if I leave.…
- Slate Gray Cobra
- Slate_Gray_Cobra.6
- 1 mth ago
- 2 replies
- 99
- AstronautEAPyesterday
- Tips & Tricks
Bulk apply payee on transactions
Hi, I've noticed that I can bulk apply a category to all transactions, but I cannot bulk apply a payee. When will this feature be available? Thanks
- Jeffrey Hunt
- Purple_Battery.1
- 3 yrs ago
- 25 replies
- 957
- 3
- MarisaYNAB Supportyesterday
- Using YNAB
Adding budgets for my kids and want to password protect my budget
Hi all and Happy New Year. I want to add budgets for each of my kids so they can start learning to budget their own money, but I don't want them to be able to see my personal budget.…
- Lavender Storm
- Lavender_Storm.12
- 8 mths ago
- 21 replies
- 653
- 3
- MarisaYNAB Supportyesterday
- Parenting
Keep or sell car?
I am jobless and get 1000 ish usd per month. Not sure if I should sell my car that I bought when I had a job? I spend about 200 usd on it per month for gas, insurance etc. Its a mitsubishi from 2005.…
- Lumion
- Lumion
- 1 mth ago
- 2 replies
- 73
- 1
- ryan_themoneyguyyesterday
- Dealing with Debt
Ready To Assign discrepancy between Sept and Oct.
So, I've finally started to get a full month ahead on bills, but I keep having small discrepancies that I can't figure out. So right now in Sept I have $95.50 Ready To Assign.…
- estlincs
- Green_Cornet.13
- 6 days ago
- 2 replies
- 57
- estlincs6 days ago
- Using YNAB
- Answered
- Answered
Scroll with Keyboard in Accounts Screen
When I use the arrow (or page up/down) keys to move between transactions in the accounts screens and it gets to the bottom of whats visible, the selection just moves off the bottom.…
- dsmoot
- dsmoot
- 4 days ago
- 3 replies
- 28
- DelaYNAB Support3 days ago
- Using YNAB
Getting back into it, canceling subscriptions...the little wins!
I jumped back into my YNAB budget after a year away today! I just started a new job that I think will be a good career move, but pays pennies. When I looked at my financial situation all laid out…
- Bunchberry
- Bunchberry
- 2 wk ago
- 6 replies
- 122
- 2
- farfromtheusual2 days ago
- YNAB Wins
How to effectively tackle my credit card balance
I joined the debt paydown challenge this year thinking no problemo! And I was doing really well. I got my $4000 CC balance down to $1900 in only 4 months. But then, you know, life happened.…
- Space Cadet
- spacecadet007
- 3 mths ago
- 5 replies
- 189
- 2
- farfromtheusual2 days ago
- Dealing with Debt
Better to keep older paid-off car, or newer car to save on expenses?
My spouse and I are working on minimizing expenses. We have 4 cars: one 10-year old paid-off Optima, and three newer (2018-ish) cars totaling about $60K left to pay off between them (about $1500/mo…
- Cadet Blue Router
- Cadet_Blue_Router.18
- 2 mths ago
- 18 replies
- 227
- WordTenor2 days ago
- Dealing with Debt
Handling a down-payment goal
Hi guys! That's my first post here and English isn't my primary language so please be charitable. I have a goal to save 700 000$ to buy a house. I'm saving the amount 100 000$ since 2 years and…
- Orange Keyboard
- Orange_Keyboard.9
- 11 days ago
- 7 replies
- 81
- Ceeses2 days ago
- Using YNAB
Dollar-cost averaging, rebalancing and the disposition effect (invest like a pro)
I've been pondering the advice given in Invest like a Pro book, when doing the rebalancing based on risk strategy. Sell high, buy low, to return to the desired risk allocation.…
- Orchid Cyborg
- Orchid_Cyborg.9
- 9 mths ago
- 3 replies
- 133
- Beige Captain3 days ago
- Saving & Investing
What are your true expenses categories?
I feel like I am always forgetting what my expenses are. Specifically these are things that I HAVE to pay at some point over the course of the year (that I am acccumulating savings for in…
- NewYNABer BostonGirl
- Cyan_Viper.1
- 3 yrs ago
- 41 replies
- 7,890
- 5
- Tomato Mill10 days ago
- Saving & Investing

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